41 lines
No EOL
2 KiB
Cheetah
41 lines
No EOL
2 KiB
Cheetah
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<h1>Fund Administration</h1>
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<p>
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<span style="background-color: #ffe599">TIP: Funds may be ignored if you are setting your Global System Preferences for 'Acquisitions' to
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"simple" acquisitions: the funds are only useful when using "normal"
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acquisitions.</span><strong><br />
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</strong>
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</p>
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<h2>Funds & Budgets<br />
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</h2>
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<p>
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"Funds" are accounts that you establish to track your
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expenditures for library materials. They may be used for any kind of
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material and should match the lines in your materials budget. For
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instance, if your library establishes a budget line for books, another
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for audiovisual materials, a third line for magazines, and a fourth
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budget line for electronic databases, then you would have four funds.<br />
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<br />
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<span style="background-color: #ffe599">TIP: The first time you access this page, you will be asked to add your
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first fund -- thereafter you will have the option of editing and
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deleting funds.</span>
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</p>
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<h2>Adding a Fund</h2>
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<ul>
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<li>Click 'New Fund'</li>
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<li>Each fund has a unique fund code, limited to a maximum of five characters, which identifies it</li>
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<li>Enter in a fund name to provide more information for staff members about the fund</li>
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<li>Funds can be library/branch specific if needed, but this is an optional field</li>
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<li>Once a fund is created a budget can then be applied to it</li>
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<li>Click 'Add budget' next to the fund you want to edit</li>
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<li style="color: #990000">IMPORTANT: Your dates will not save correctly unless you have set your date
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format ('dateformat') in the Global System Preferences under 'I18N/L10N' -- DO
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THIS BEFORE setting budgets</li>
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<li>Once budgets have been added you can see/search them all by clicking 'Show all budgets' under the list of funds</li>
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<li>Budget information will also be accessible via the 'Acquisitions' module<br />
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</li>
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</ul>
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From this module you can easily see what has been spent from each budget
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